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Estate plan checkup

Why Do I Need to Schedule an Estate Plan Checkup?

POSTED ON: August 31, 2021 BY: Kyle Krull
Every estate plan needs an occasional checkup. You have an estate plan in place from years ago. Perhaps you think your affairs are in order. They may be. On the other hand, the may not be. Similar to doctor visits, checkups are important. According to a recent Kiplinger article titled “2021 Estate Planning Checkup: Is […]
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Prepare for estate planning meeting

Am I Ready for My Estate Planning Meeting?

POSTED ON: March 22, 2021 BY: Kyle Krull
It is important to prepare for your estate planning meeting. You have scheduled an appointment with an experienced estate planning attorney. Congratulations! You have taken the first important step to protecting everyone you love and everything you have. By simply making an appointment, you are ahead of the majority of your American peers in estate […]
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What are Risks of Poor Estate Planning?

POSTED ON: February 13, 2020 BY: Kyle Krull
Poor estate planning has dire consequences. You think you do not need an estate plan. Perhaps you believe estate planning can wait. You are young. You have time. According to a recent Chron.com article titled “Will you plan now or pay later?,” this is faulty reasoning. No one can predict their own future. You do […]
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How Do You Support Adult Children with Disabilities?

POSTED ON: February 6, 2020 BY: Kyle Krull
Adult children with disabilities can be supported with proper estate planning. You are a parent of a child with a disability. No words can describe your love for your child or the bond you share. Supporting your child throughout his or her life has been a priority. As you age, you are concerned. How will […]
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Beneficiary Designations Should Not Be Neglected?

POSTED ON: October 31, 2019 BY: Kyle Krull
Beneficiary designations can be easily messed up. You can have a will. You can create a trust. Even so, you may be neglecting an important aspect of estate planning. According to a recent Delco Times article titled “Five mistakes to avoid when naming beneficiaries,” you need to make sure your beneficiary designations are in alignment […]
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